SA
CFP
SA
CFP

Scott Abramson

20 Years of Experience
Winter Park, FL
Broker

Scott Abramson is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Winter Park, FL, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

400 S Park Ave, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is the owner of MJ's Park Ave Rentals, LLC, a rental equipment business, since December 2024. He dedicates minimal time to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - Present · 16 yrs
Previous Registrations
Fifth Third Securities, INC.
September 2007 - July 2010 · 2 yrs 10 mos
Fifth Third Securities, INC.Broker
September 2007 - July 2010 · 2 yrs 10 mos
Wachovia Securities, LLC
April 2007 - August 2007 · 4 mos
Wachovia Securities, LLCBroker
March 2007 - August 2007 · 5 mos
Morgan Stanley
December 2004 - July 2006 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
October 2004 - July 2006 · 1 yr 9 mos
State Registrations38 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.